Financial Advisors

{
  "id": "060107-2026",
  "tag": [
    "planning"
  ],
  "date": "2026-06-26T09:22:32+01:00",
  "ocid": "ocds-h6vhtk-06bda4",
  "buyer": {
    "id": "GB-COH-RS027052",
    "name": "GREENSQUAREACCORD LIMITED"
  },
  "tender": {
    "id": "ocds-h6vhtk-06bda4",
    "lots": [
      {
        "id": "1",
        "status": "planning",
        "hasRenewal": true,
        "suitability": {
          "sme": true
        },
        "contractPeriod": {
          "endDate": "2029-11-10T23:59:59Z",
          "startDate": "2026-11-10T00:00:00Z",
          "maxExtentDate": "2031-11-10T23:59:59Z"
        }
      }
    ],
    "items": [
      {
        "id": "1",
        "relatedLot": "1",
        "deliveryAddresses": [
          {
            "region": "UKC",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKD",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKE",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKF",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKG",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKH",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKI",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKJ",
            "country": "GB",
            "countryName": "United Kingdom"
          },
          {
            "region": "UKK",
            "country": "GB",
            "countryName": "United Kingdom"
          }
        ],
        "additionalClassifications": [
          {
            "id": "66171000",
            "scheme": "CPV",
            "description": "Financial consultancy services"
          },
          {
            "id": "79212100",
            "scheme": "CPV",
            "description": "Financial auditing services"
          }
        ]
      }
    ],
    "title": "Financial Advisors",
    "value": {
      "amount": 250000,
      "currency": "GBP",
      "amountGross": 300000
    },
    "status": "planning",
    "legalBasis": {
      "id": "2023/54",
      "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents",
      "scheme": "UKPGA"
    },
    "description": "GSA require a supportive Treasury Advisory specialist to provide proactive support to the Treasury function throughout the year. The key elements of this include: \n- Review and challenge the Financial Plan \n- Support for annual review of the Treasury Management Policy. \n- Support for all lender engagements inc credit ratings annual processes. \n- Provide ad-hoc support and advise identifying areas of risk or strategies to exploit opportunities for GSA. \nGSA require Investor Relations Support relating to GSA's current public listed (AIM) Bond, and provide support for all aspects of Investor Relations including enquires and engagement. \nGSA require ESG Reporting Support linked to the Public Bond. GSA is required to produce and publish annual sustainability reporting, this will support end to end review and challenge and some co-creation of the product.",
    "communication": {
      "futureNoticeDate": "2026-08-10T23:59:59+01:00"
    },
    "aboveThreshold": true,
    "mainProcurementCategory": "services"
  },
  "parties": [
    {
      "id": "GB-COH-RS027052",
      "name": "GREENSQUAREACCORD LIMITED",
      "roles": [
        "buyer"
      ],
      "address": {
        "region": "UKG31",
        "country": "GB",
        "locality": "Birmingham",
        "postalCode": "B1 2JB",
        "countryName": "United Kingdom",
        "streetAddress": "Second Floor, 10 Brindleyplace"
      },
      "details": {
        "url": "http://www.greensquareaccord.co.uk",
        "classifications": [
          {
            "id": "publicAuthoritySubCentralGovernment",
            "scheme": "UK_CA_TYPE",
            "description": "Public authority - sub-central government"
          }
        ]
      },
      "identifier": {
        "id": "RS027052",
        "scheme": "GB-COH"
      },
      "contactPoint": {
        "email": "procurement@greensquareaccord.co.uk"
      },
      "additionalIdentifiers": [
        {
          "id": "PPDT-5615-BGVM",
          "scheme": "GB-PPON"
        }
      ]
    }
  ],
  "language": "en",
  "planning": {
    "documents": [
      {
        "id": "060107-2026",
        "url": "https://www.find-tender.service.gov.uk/Notice/060107-2026",
        "format": "text/html",
        "noticeType": "UK2",
        "description": "Preliminary market engagement notice on Find a Tender",
        "documentType": "marketEngagementNotice",
        "datePublished": "2026-06-26T09:22:32+01:00"
      }
    ],
    "milestones": [
      {
        "id": "engagement",
        "type": "engagement",
        "status": "scheduled",
        "dueDate": "2026-07-27T23:59:59+01:00",
        "description": "Any companies interested in this service and would like to register to our portal, to access the future tender documents or ask any questions please reach out to \nkirsty.james@greensquareaccord.co.uk"
      }
    ]
  },
  "initiationType": "tender"
}